Focus Financial Network, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2010942
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13F Reported Value
ⓘ$3.2B
Holdings
764
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Focus Financial Network, Inc. disclosed 764 positions worth $3.2B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 9.9% of the equity portfolio. During the quarter the fund opened 65 new positions and exited 34. The portfolio is most concentrated in Other (60.4% of disclosed assets). All figures are sourced directly from Focus Financial Network, Inc.’s Form 13F-HR filing with the SEC under CIK 2010942.
AI Fund Analysis
Stable
$NVDA9.9% weight
Held 7 quarters
SCHWAB STRATEGIC TR - US L
4.6% weight
Held 7 quarters
$QQQ3.7% weight
Held 7 quarters
$AAPL3.0% weight
Held 7 quarters
ISHARES TR - CORE S&P500 E
2.9% weight
Held 7 quarters
VANGUARD INDEX FDS - VALUE
7 quarters accumulating
$IVZ7 quarters accumulating
ISHARES TR - 7-10 YR TRSY
7 quarters accumulating
VANGUARD TAX-MANAGED FDS -
7 quarters accumulating
VANGUARD INTL EQUITY INDEX
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 85.9#5
Quality
$319.9M1,598,701 sh SCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$147.6M4,361,225 sh- —
Quality
$118.6M161,020 sh - 76.4
Quality
$97.3M336,261 sh ISHARES TR - CORE S&P500 ETF
—Quality
$92.5M123,492 sh- 68.7
Quality
$71.1M298,452 sh VANGUARD INDEX FDS - VALUE ETF
—Quality
$64.6M296,209 shISHARES TR - CORE US AGGBD ET
—Quality
$63.5M641,837 shPROSHARES TR - PSHS ULTRA QQQ
—Quality
$58.0M599,844 shSCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$57.7M1,818,289 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 85.9#5 | $319.9M | 1,598,701 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $147.6M | 4,361,225 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $118.6M | 161,020 |
| Apple Inc.$AAPL | 76.4 | $97.3M | 336,261 |
| ISHARES TR - CORE S&P500 ETF | — | $92.5M | 123,492 |
 AMAZON COM INC$AMZN | 68.7 | $71.1M | 298,452 |
| VANGUARD INDEX FDS - VALUE ETF | — | $64.6M | 296,209 |
| ISHARES TR - CORE US AGGBD ET | — | $63.5M | 641,837 |
| PROSHARES TR - PSHS ULTRA QQQ | — | $58.0M | 599,844 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $57.7M | 1,818,289 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Focus Financial Network, Inc.'s 764 positions.
Showing top 10 of 764 holdings.
Sector Allocation
Other
$2.0B
Technology
$646.6M
Financials
$315.9M
Consumer Discretionary
$112.0M
Industrials
$75.7M
Healthcare
$60.4M
Utilities
$16.6M
Energy
$13.3M
Top Holdings — Focus Financial Network, Inc. (Q2 2026)
Top 150 of 764 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $319.9M | 9.9% | -1% | 85.9 |
| 2 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $147.6M | 4.6% | -8% | — |
| 3 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $118.6M | 3.7% | +1% | — |
| 4 | $AAPL | Apple Inc. | $97.3M | 3.0% | -1% | 76.4 |
| 5 | — | ISHARES TR - CORE S&P500 ETF | $92.5M | 2.9% | +9% | — |
| 6 | $AMZN | AMAZON COM INC | $71.1M | 2.2% | -3% | 68.7 |
| 7 | — | VANGUARD INDEX FDS - VALUE ETF | $64.6M | 2.0% | +7% | — |
| 8 | — | ISHARES TR - CORE US AGGBD ET | $63.5M | 2.0% | +5% | — |
| 9 | — | PROSHARES TR - PSHS ULTRA QQQ | $58.0M | 1.8% | +0% | — |
| 10 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $57.7M | 1.8% | -8% | — |
| 11 |  $SNDK | Sandisk Corp | $44.4M | 1.4% | +28% | 87.7 |
| 12 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $43.4M | 1.3% | +6% | — |
| 13 | — | VANGUARD STAR FDS - VG TL INTL STK F | $41.2M | 1.3% | +3% | — |
| 14 | $IVZ | Invesco Ltd. | $39.4M | 1.2% | +2% | — |
| 15 | — | ISHARES TR - 7-10 YR TRSY BD | $38.4M | 1.2% | +6% | — |
| 16 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | $37.3M | 1.1% | +6% | — |
| 17 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $34.8M | 1.1% | -8% | — |
| 18 |  $GOOG | Alphabet Inc. | $32.2M | 1.0% | -9% | 78.2 |
| 19 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $31.7M | 1.0% | +5% | — |
| 20 |  $SPY | SPDR S&P 500 ETF TRUST | $29.4M | 0.9% | +1% | — |
| 21 |  $BRK.B | BERKSHIRE HATHAWAY INC | $29.1M | 0.9% | -3% | 73.8 |
| 22 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $26.7M | 0.8% | +3% | — |
| 23 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $26.3M | 0.8% | +1% | — |
| 24 | — | SPDR SERIES TRUST - ST STR P500ETF | $24.5M | 0.8% | +31% | — |
| 25 | — | ISHARES TR - RUS MID CAP ETF | $24.0M | 0.7% | -2% | — |
| 26 | — | T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM | $22.9M | 0.7% | +937% | — |
| 27 |  $MSFT | MICROSOFT CORP | $22.6M | 0.7% | -3% | 79.8 |
| 28 | $IVZ | Invesco Ltd. | $21.3M | 0.7% | +1% | — |
| 29 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $20.9M | 0.7% | -6% | — |
| 30 | $IVZ | Invesco Ltd. | $20.7M | 0.6% | -1% | — |
| 31 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $20.6M | 0.6% | +2% | — |
| 32 | — | ISHARES TR - S&P 500 GRWT ETF | $20.1M | 0.6% | -1% | — |
| 33 | $IVZ | Invesco Ltd. | $19.7M | 0.6% | +9% | — |
| 34 | $IVZ | Invesco Ltd. | $19.6M | 0.6% | -10% | — |
| 35 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $19.6M | 0.6% | +1% | — |
| 36 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $19.1M | 0.6% | +6% | — |
| 37 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $18.0M | 0.6% | -0% | — |
| 38 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $17.5M | 0.5% | +2% | — |
| 39 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $17.1M | 0.5% | -4% | — |
| 40 | — | ISHARES INC - MSCI EMRG CHN | $16.8M | 0.5% | -30% | — |
| 41 |  $WT | WisdomTree, Inc. | $16.2M | 0.5% | -5% | 59.9 |
| 42 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $14.8M | 0.5% | +9% | — |
| 43 | — | ISHARES TR - MSCI INTL MOMENT | $14.1M | 0.4% | +2% | — |
| 44 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $14.0M | 0.4% | -7% | — |
| 45 | $IVZ | Invesco Ltd. | $13.8M | 0.4% | +8% | — |
| 46 |  $UNH | UNITEDHEALTH GROUP INC | $13.7M | 0.4% | -4% | 62.7 |
| 47 | — | ISHARES TR - CORE UNIVRSL USD | $13.1M | 0.4% | +31% | — |
| 48 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $12.7M | 0.4% | +2% | — |
| 49 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | $12.5M | 0.4% | NEW | — |
| 50 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $12.2M | 0.4% | -8% | — |
| 51 |  $NVT | nVent Electric plc | $12.2M | 0.4% | -2% | — |
| 52 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $12.1M | 0.4% | -42% | — |
| 53 | — | ISHARES TR - MSCI USA QLT FCT | $11.9M | 0.4% | -30% | — |
| 54 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $11.6M | 0.4% | +10% | — |
| 55 |  $GLD | SPDR GOLD TRUST | $11.0M | 0.3% | -1% | — |
| 56 |  $META | Meta Platforms, Inc. | $11.0M | 0.3% | +4% | 79.6 |
| 57 |  $JPM | JPMORGAN CHASE & CO | $11.0M | 0.3% | +6% | 70.7 |
| 58 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | $10.8M | 0.3% | NEW | — |
| 59 |  $SGOL | abrdn Gold ETF Trust | $10.8M | 0.3% | -21% | — |
| 60 |  $BAH | Booz Allen Hamilton Holding Corp | $10.7M | 0.3% | +203% | 58 |
| 61 |  $CAT | CATERPILLAR INC | $10.7M | 0.3% | +2% | 66.5 |
| 62 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $10.7M | 0.3% | +0% | — |
| 63 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $10.1M | 0.3% | +6% | — |
| 64 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $10.1M | 0.3% | +29% | — |
| 65 |  $COST | COSTCO WHOLESALE CORP /NEW | $9.9M | 0.3% | +4% | 66.2 |
| 66 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $9.8M | 0.3% | +10% | — |
| 67 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $9.5M | 0.3% | +74% | — |
| 68 | — | SPDR SERIES TRUST - ST STR SP600 SML | $9.2M | 0.3% | -15% | — |
| 69 |  $MMM | 3M CO | $9.0M | 0.3% | +4% | 64.9 |
| 70 |  $QUBT | Quantum Computing Inc. | $8.8M | 0.3% | +403% | 33.9 |
| 71 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $8.5M | 0.3% | +6% | — |
| 72 |  $LLY | ELI LILLY & Co | $8.4M | 0.3% | +2% | 87.5 |
| 73 | — | ISHARES TR - S&P 500 VAL ETF | $8.4M | 0.3% | -5% | — |
| 74 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $8.2M | 0.3% | +44% | — |
| 75 | — | MORGAN STANLEY ETF TRUST - EATO VANC BD ETF | $8.2M | 0.3% | +148% | — |
| 76 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $8.1M | 0.3% | +64% | — |
| 77 |  $AVGO | Broadcom Inc. | $7.9M | 0.2% | +0% | 84.5 |
| 78 | — | ISHARES TR - NATIONAL MUN ETF | $7.6M | 0.2% | -1% | — |
| 79 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $7.2M | 0.2% | +30% | — |
| 80 | — | ISHARES TR - INTERNATIONAL SL | $7.1M | 0.2% | +1171% | — |
| 81 | — | VANGUARD INDEX FDS - GROWTH ETF | $6.9M | 0.2% | +519% | — |
| 82 |  $SPCE | Virgin Galactic Holdings, Inc | $6.9M | 0.2% | NEW | 11.2 |
| 83 |  $DAL | DELTA AIR LINES, INC. | $6.7M | 0.2% | -25% | 57.5 |
| 84 |  $JNJ | JOHNSON & JOHNSON | $6.7M | 0.2% | -6% | 69 |
| 85 |  $TSLA | Tesla, Inc. | $6.6M | 0.2% | -3% | 53.9 |
| 86 | — | VANGUARD INDEX FDS - MID CAP ETF | $6.4M | 0.2% | +352% | — |
| 87 | — | INVESCO EXCHANGE TRADED FD T - DIVID ACHIEVEV | $6.3M | 0.2% | +0% | — |
| 88 | — | ISHARES TR - U.S. TECH ETF | $6.2M | 0.2% | +1% | — |
| 89 | $IVZ | Invesco Ltd. | $6.2M | 0.2% | -5% | — |
| 90 | — | ISHARES TR - MSCI USA VALUE | $6.2M | 0.2% | +0% | — |
| 91 |  $XEL | XCEL ENERGY INC | $6.1M | 0.2% | -5% | 56.4 |
| 92 | — | ISHARES TR - 1 3 YR TREAS BD | $6.1M | 0.2% | -1% | — |
| 93 |  $TER | TERADYNE, INC | $5.9M | 0.2% | NEW | 77.3 |
| 94 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $5.9M | 0.2% | -19% | — |
| 95 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $5.8M | 0.2% | +14% | — |
| 96 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $5.8M | 0.2% | +16% | — |
| 97 |  $GS | GOLDMAN SACHS GROUP INC | $5.7M | 0.2% | +0% | 73.5 |
| 98 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $5.7M | 0.2% | -9% | — |
| 99 | — | ISHARES TR - ISHARES SEMICDTR | $5.6M | 0.2% | -14% | — |
| 100 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $5.6M | 0.2% | +5% | — |
| 101 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $5.5M | 0.2% | -23% | — |
| 102 | — | ISHARES TR - RUS MDCP VAL ETF | $5.5M | 0.2% | +1% | — |
| 103 | $IVZ | Invesco Ltd. | $5.5M | 0.2% | +144% | — |
| 104 | — | ISHARES TR - CORE 40 MODE ETF | $5.5M | 0.2% | -5% | — |
| 105 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $5.3M | 0.2% | +5% | — |
| 106 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $5.3M | 0.2% | -16% | — |
| 107 |  $PNR | PENTAIR plc | $5.3M | 0.2% | -4% | — |
| 108 | $META | Meta Platforms, Inc. | $5.3M | 0.2% | -4% | 79.6 |
| 109 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $5.3M | 0.2% | -15% | — |
| 110 |  $GOOGL | Alphabet Inc. | $5.2M | 0.2% | +3% | 78.2 |
| 111 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $5.1M | 0.2% | +24% | — |
| 112 | — | ISHARES TR - CORE S&P SCP ETF | $4.9M | 0.1% | +0% | — |
| 113 |  $MU | MICRON TECHNOLOGY INC | $4.9M | 0.1% | -16% | 86.2 |
| 114 | $IVZ | Invesco Ltd. | $4.8M | 0.1% | -24% | — |
| 115 | — | PUTNAM ETF TRUST - FRANK MINN ETF | $4.8M | 0.1% | -2% | — |
| 116 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $4.7M | 0.1% | -2% | — |
| 117 | — | COLUMBIA ETF TR II - EM CORE EX ETF | $4.7M | 0.1% | -11% | — |
| 118 | — | ISHARES TR - MBS ETF | $4.6M | 0.1% | +14% | — |
| 119 |  $WMT | Walmart Inc. | $4.5M | 0.1% | -0% | 60.2 |
| 120 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | $4.5M | 0.1% | +1% | — |
| 121 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $4.4M | 0.1% | +34% | — |
| 122 |  $NOW | ServiceNow, Inc. | $4.3M | 0.1% | +9% | 72.9 |
| 123 | — | USCF ETF TR - SUMMERHAVEN K1 | $4.3M | 0.1% | +76% | — |
| 124 | — | VANECK ETF TRUST - IG FLOA RATE ETF | $4.3M | 0.1% | NEW | — |
| 125 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.2M | 0.1% | -40% | — |
| 126 | — | SPDR SERIES TRUST - ST STR P500VAL | $4.2M | 0.1% | -18% | — |
| 127 | — | VANGUARD WORLD FD - FINANCIALS ETF | $4.2M | 0.1% | +3% | — |
| 128 | $IVZ | Invesco Ltd. | $4.2M | 0.1% | +2% | — |
| 129 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $4.2M | 0.1% | +3% | — |
| 130 | $IVZ | Invesco Ltd. | $4.1M | 0.1% | +1% | — |
| 131 |  $CSCO | CISCO SYSTEMS, INC. | $4.1M | 0.1% | +1% | 70.3 |
| 132 | — | ISHARES TR - MSCI USA MIN ETF | $4.1M | 0.1% | -6% | — |
| 133 |  $ABBV | AbbVie Inc. | $4.1M | 0.1% | -2% | 72.6 |
| 134 | — | GLOBAL X FDS - DEFENSE TECH ETF | $4.0M | 0.1% | +55% | — |
| 135 |  $WFC | WELLS FARGO & COMPANY/MN | $4.0M | 0.1% | +6% | 61.8 |
| 136 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $3.9M | 0.1% | -31% | — |
| 137 | — | J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN | $3.9M | 0.1% | -26% | — |
| 138 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $3.9M | 0.1% | +48% | — |
| 139 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $3.8M | 0.1% | +6% | — |
| 140 |  $V | VISA INC. | $3.8M | 0.1% | -8% | 82.9 |
| 141 |  $AMD | ADVANCED MICRO DEVICES INC | $3.8M | 0.1% | -46% | 79.8 |
| 142 | $WT | WisdomTree, Inc. | $3.7M | 0.1% | -3% | 59.9 |
| 143 | — | ISHARES INC - US PWR INFRA ETF | $3.7M | 0.1% | NEW | — |
| 144 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $3.7M | 0.1% | +12% | — |
| 145 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $3.6M | 0.1% | NEW | — |
| 146 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $3.6M | 0.1% | -7% | — |
| 147 | $IVZ | Invesco Ltd. | $3.5M | 0.1% | +4% | — |
| 148 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $3.5M | 0.1% | -11% | — |
| 149 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA | $3.5M | 0.1% | +54% | — |
| 150 | $IVZ | Invesco Ltd. | $3.5M | 0.1% | -5% | — |
New Positions (65)
FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID$12.5M
FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF$10.8M
$SPCE Virgin Galactic Holdings, Inc$6.9M$TER TERADYNE, INC$5.9M VANECK ETF TRUST - IG FLOA RATE ETF$4.3M
ISHARES INC - US PWR INFRA ETF$3.7M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$3.6M
$SEZL Sezzle Inc.$2.5M BLACKROCK ETF TRUST II - ISHA GLO USD ETF$2.5M
$HONA Honeywell Aerospace Inc.$1.8M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$1.3M CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT$747,326
$ALAB Astera Labs, Inc.$711,488 PGIM ETF TR - FLOATING RT INC$692,917
$NBIS Nebius Group N.V.$599,565Exited Positions (34)
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